Cardinal Point Wealth Management Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $29.4M | Buy |
549,451
+37,073
| +7% | +$1.98M | 8.93% | 3 |
|
|
2022
Q4 | $25.7M | Buy |
512,378
+123,434
| +32% | +$6.19M | 8.87% | 3 |
|
|
2022
Q3 | $17.5M | Buy |
388,944
+18,021
| +5% | +$812K | 8.36% | 3 |
|
|
2022
Q2 | $18.5M | Buy |
370,923
+2,790
| +0.8% | +$139K | 8.89% | 3 |
|
|
2022
Q1 | $21.2M | Buy |
368,133
+115,316
| +46% | +$6.64M | 9.45% | 4 |
|
|
2021
Q4 | $15.5M | Buy |
+252,817
| New | +$15.5M | 6.72% | 3 |
|